Moneyhub’s Multibuy Plan for professional services
The only way to grow your business, streamline processes and overtake the competition is to adopt a product that adds value to your offering and delivers data insights to inform your strategy.
For accountants, IFAs, tax advisers, wealth advisers, brokers and other professional services firms who are looking for a solution to help:
Make more informed decisions
Speed up and streamline admin-heavy process
Add value to your offering and deepen the relationship with your clients
Help clients budget, build a financial cushion and stay on top of financial records
How does it work?
The Moneyhub Multibuy Plan allows businesses to pre-purchase bulk licences to our award-winning consumer app, that they can then offer for free to clients.
We can lightly co-brand the app itself and deploy dedicated sign up journeys to ensure consistency of brand experience.
Through a dedicated portal, these businesses can define and view top-level data insights to their customers’ financial lives, where they spend their money and what really matters to them.
App users can consent to sharing data, such as a transactions, income and outgoings with firms for ease of:
Tax returns
Financial planning and advice
Mortgage/loan application assistance
Populating external accountancy software
“We’re delighted to partner with Moneyhub to roll-out a real win-win solution for The Tax Guys and our clients: we can streamline the admin involved in submitting tax returns, make it easy for our clients to share relevant data with us, and help them improve their financial wellness.”
Jonathan Amponsah, Managing Partner at The Tax Guys
About the app
Our award-winning app is made up of an ever-growing suite of financial wellness tools and features to help users manage their day-to-day finances, achieve financial goals, grow their wealth and engage with their retirement savings.
The Moneyhub app gives people unrivalled clarity over their financial world by offering them a clear 360° view of their finances. Users can connect bank accounts, credit cards, savings, pensions, investments, mortgages, assets and more. It provides personalised savings suggestions, offers and relevant services linked to the individual’s life stage and circumstances.
The value for your business lies in the ability to see and analyse real-time data about your customers’ spending habits and wider financial life, meaning you can make decisions and develop business strategies based on facts, not assumptions. You can streamline and evn automate admin-heavy time consuming tasks and processes, and help your customers improve their financial health, deepening their relationship with your business.
Moneyhub Multibuy Plan benefits
For businesses:
Enhanced Financial Toolkit
Differentiate your offering by providing an award winning and market leading tool to help customers understand their financial health, set budgets and see where money is coming in, and going out
Rapid Data Collection
Speed up data collection for tax returns, financial planning or accountancy tasks
Empowering Financial Wellbeing
Cement your business as a force for good in customers’ lives, helping them navigate the cost of living crisis, improve their financial wellbeing and achieve their goals
Insightful Customer Analysis
Gain top-level insight into your customer base to understand what is important for them, what they spend their money on, and who your competitors really are
Innovative Financial Engagement
Test a new way to engage with and talk to customers through their financial data
Strengthen Brand Loyalty
Ultimately you can deepen the brand relationship which will have a positive influence on retention, loyalty, referrals and advocacy levels
For end-users:
Unified Financial Dashboard
See their whole financial universe in one place
Smart Money Management
Money management - understand where their money goes, and where changes can be made to improve financial health
Personalised Budgeting Tools
Set personalised budgets and stay on track, create new spending habits and align to objectives of clearing debt, saving for events, and planning for the future
Extensive UK Connections
Wide range of connections available in the UK, including Zoopla, and Rent Recognition with Experian
Secure Financial Platform
Bank-level authentication and robust security measures keeping information safe at all times
A Solution that Really Works
After 3 months of using our app, 84% users say they feel they have better control of their finances and 70% say they feel they've got better at saving and/or investing
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